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Vanguard S&P 500 ETF
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Overview Fund Activity

339 hedge funds and large institutions have $10.5B invested in Vanguard S&P 500 ETF in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 158 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+68
Holders Change %
+25.09%
% of All Funds
9.05%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
1.44%
New
88
Increased
158
Reduced
54
Closed
16
Calls
$46.3M
Puts
$49.1M
Net Calls
-$2.84M
Net Calls Change
+$7.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$544M
2
Citigroup
Citigroup
New York
$533M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$110M
4
Vanguard Group
Vanguard Group
Pennsylvania
$498M
5
Morgan Stanley
Morgan Stanley
New York
$334M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
2
PPFA
Provida Pension Fund Administrator
Chile
$659M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
4
Nomura Asset Management
Nomura Asset Management
Japan
$34.1M
5
JC
JBF Capital
Colorado
$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
151
Clarkston Capital Partners
Michigan
$2.45M +$84.2K +447 +4%
VFAM
152
Valley Forge Asset Management
Pennsylvania
$2.44M +$734K +3,895 +43%
FFA
153
First Foundation Advisors
California
$2.33M +$271K +1,439 +13%
PCTC
154
Perkins Coie Trust Company
Washington
$2.3M – – –
IFWM
155
Institute for Wealth Management
Colorado
$2.27M +$9.8K +52 +0.4%
BSB
156
Bangor Savings Bank
Maine
$2.24M +$141K +750 +7%
Millennium Management
157
Millennium Management
New York
$2.24M +$525K +2,786 +31%
ST
158
Sageworth Trust
Pennsylvania
$2.21M +$1.13M +5,980 +104%
JT
159
Jump Trading
Illinois
$2.18M -$4.89M -25,968 -69%
SWP
160
Stratos Wealth Partners
Ohio
$2.15M +$2.15M +11,420 New
PWLP
161
Prio Wealth Limited Partnership
Massachusetts
$2.14M +$2.14M +11,370 New
PAM
162
PVG Asset Management
Colorado
$2.14M +$2.14M +11,340 New
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$2.05M +$620K +3,289 +43%
SIC
164
Sigma Investment Counselors
Michigan
$2.04M +$105K +556 +5%
Franklin Resources
165
Franklin Resources
California
$1.99M +$1.27M +6,745 +177%
ST
166
Spinnaker Trust
Maine
$1.99M +$56.9K +302 +3%
Cohen & Steers
167
Cohen & Steers
New York
$1.99M +$1.99M +10,554 New
DIA
168
Denver Investment Advisors
Colorado
$1.97M +$9.23K +49 +0.5%
KPCM
169
Kings Point Capital Management
New York
$1.95M +$50.7K +269 +3%
MI
170
Mercer Investments
Massachusetts
$1.89M +$1.89M +10,232 New
Neuberger Berman Group
171
Neuberger Berman Group
New York
$1.88M +$1.88M +9,984 New
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$1.81M -$7.59M -40,278 -81%
SC
173
Stratford Consulting
Texas
$1.78M +$59.3K +315 +3%
CAN
174
Cetera Advisor Networks
California
$1.7M +$47.9K +254 +3%
NSIM
175
North Star Investment Management
Illinois
$1.63M +$28.6K +152 +2%
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